Seeking Alpha

Trent Guinn

 
View as an RSS Feed
View Trent Guinn's Comments BY TICKER:
Latest  |  Highest rated
  • SandRidge Energy (SD): Q3 EPS of $0.05 beats by $0.05. Revenue of $532M (+46.5% Y/Y) beats by $4M. Shares +4.1% AH. (PR[View news story]
    And they want Ward out...LOL
    Nov 8 06:02 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy - Delay In Asset Sales Is Disappointing [View article]
    Yes. So when prices recover, they are allowed to add this back to the books. Really, a non-event for long term investors. Well, I suppose it provides a nice dip to buy on.
    Nov 4 01:24 PM | 3 Likes Like |Link to Comment
  • The Marcellus Shale Time Bomb Is Ticking [View article]
    Are you asking why the price difference is greater than the BTU difference between oil and gas? Because, due to shipping difficulties, oil is a very global commodity, where nat. gas is very local--and we have a glut in the US. In Europe, Japan, etc. the price of natural gas is much closer to the BTU/historical equivalent.
    Oct 29 07:11 PM | Likes Like |Link to Comment
  • The Marcellus Shale Time Bomb Is Ticking [View article]
    Reuters is reputable, but it also seems they have some sort of grudge against CHK. Every bad news report released this year came first from Reuters. Not trying to start any conspiracies or arguments, just stating an opinion.
    Oct 25 12:15 PM | 3 Likes Like |Link to Comment
  • Another Way To Reinvest Dividends [View article]
    If you are worried about a company "completely falling apart," why are you invested in it at all?
    Aug 28 12:03 AM | 3 Likes Like |Link to Comment
  • Citigroup May Be A Buy For The Mid- To Long-Term Investor [View article]
    You can not compare using the split-adjusted price for one value and then use the non-adjusted price for the other...Either it's 500-20 or 50-2, take your pick.
    Jul 29 02:34 PM | 2 Likes Like |Link to Comment
  • Apache Joins Chesapeake And Sandridge At The Mississippi Lime Party [View article]
    I was not aware that the Mississippi lime went all the way to Nebraska. My knowledge of it was that it only was in the north-western Oklahoma region and the very south-western Kansas region. Is this acreage in Nebraska any good?
    Jun 19 03:10 AM | Likes Like |Link to Comment
  • The Many Things To Like About Sandridge Energy [View article]
    Tom has leased 1.2 million acres in the Mississippian LIME, and they only want/can drill 1 million. Having paying an average price of $200/ac for more acreage than you can drill, and recent prices of over $4000/ac, it seems pretty obvious why he isn't leasing any more. SD buys what is out of favor, and then unlocks the true potential of the plays. Mississippian acreage is not currently out of favor.

    HOWEVER, offshore is out of favor, and Ward picked up Dynamic on the cheap. "Likely to do anything,"-The only thing I see Tom Ward likely to do is to be a cheap-oil buyer, unlocking huge value for investors who are willing to "speculate."
    May 7 09:30 PM | 3 Likes Like |Link to Comment
  • The Many Things To Like About Sandridge Energy [View article]
    You repeatedly say that "SD will need to drill deeper" because other companies are in the area. Why? SD has 1.2 MM acres in the Mississippi lime- they have plenty of drilling locations for years to come just in that formation.
    May 6 09:29 PM | 1 Like Like |Link to Comment
  • Exxon (XOM) is hard to beat for safety-conscious investors but Halliburton (HAL) is the better value, TheStreet's Richard Saintvilus writes. XOM's portfolio of E&P projects should mitigate concerns through lean times, and should be considered for any portfolio "with realistic investment horizons and, more importantly, patience," but HAL should be the pick of investors looking for 30% gains.  [View news story]
    These companies operate in completely different sectors of the O&G industry, can't compare the two.
    May 3 12:42 PM | 1 Like Like |Link to Comment
  • Starbucks (SBUX): FQ2 EPS of $0.40 beats by $0.01. Revenue of $3.20B (+15% Y/Y) beats by $20M. Comparable-store sales up 7%; traffic up 6%, average ticket up 1%. Targets revenue growth in the low teens, led by mid-single-digit comparable store sales growth. Shares -4.4% AH. (PR[View news story]
    It's currently priced above these growth rates. Still like it, but not at these values.
    Apr 26 05:39 PM | Likes Like |Link to Comment
  • How To Play The Niobrara Silo Field [View article]
    Thanks for the article, Michael. I am very frustrated by SSN. They haven't yet, but I feel confident that SSN will soon figure out how to produce these wells. They have a strong cash position that will allow them to mess up a few more times also.

    Once they figure it out, good things should happen. If they don't, maybe they will just be bought out.
    Apr 24 10:14 PM | Likes Like |Link to Comment
  • Investors Overreact To Chesapeake CEO Loan Scandal [View article]
    I'm almost certain the Founder's Well Program is 'all or nothing.'
    Apr 18 02:33 PM | 2 Likes Like |Link to Comment
  • The President's plan to chill supposed oil manipulation: Increase by 6-fold the surveillance and enforcement staff at the CFTC. Increase spending on surveillance technology. Increase civil and criminal penalties for manipulation from $1M to $10M. Give the CFTC authority to increase margins (presumably now only the domain of the exchanges). Crude +1.4% to $104.84.  [View news story]
    LOL. It seems as if the traders are taunting him.

    Obama says: "I will end speculators who are driving the price of oil up!"

    Market says: "Crude +1.4%"
    Apr 17 11:55 AM | 8 Likes Like |Link to Comment
  • All Chesapeake Bulls Can't Be Right [View article]
    Dana, I like your point about how CHK will have reduced earnings potential once the prices rebound. However, they will still have plenty of acreage.

    You're right, the co's that are not selling their assets will be well positioned for the turnaround. But, I may like your own counter-argument the best: if they are able to survive without selling assets.

    I think you know my take on CHK; and I appreciate the well-written opposing viewpoint.
    Apr 17 11:52 AM | Likes Like |Link to Comment
COMMENTS STATS
69 Comments
70 Likes